Quinn Expands as Financial Institutions Accelerate Adoption of AI-Powered Financial Planning
Today we announced our continued expansion of its team and product capabilities as demand accelerates across banks, fintech platforms, publishers, and wealth management firms.
As part of this expansion, we are excited to welcome Lindsay Davis to the team where she will serve as Quinn's Chief Marketing Officer. Lindsay brings more than a decade of experience building go-to-market teams and strategies for fintech and financial infrastructure companies serving regulated markets. She has held senior leadership roles at Tabapay and Atomic, where she led category positioning, organizational scale, and ecosystem partnerships during periods of rapid growth. In her role, she will oversee Quinn’s global marketing and go-to-market strategy as we continue to expand our platform and customer base across the financial services industry.
For decades, comprehensive financial planning spanning debt, savings, investing, retirement, and long-term goals, has remained inaccessible to most consumers because traditional advisory models rely on manual, one-to-one labor that does not scale. The result is a persistent guidance gap affecting an estimated 170 million Americans, even as financial institutions face growing pressure to meet rising customer expectations within strict regulatory requirements and finite advisor capacity.
Quinn was built to close the guidance gap by automating the creation and ongoing delivery of personalized, fiduciary-grade financial plans within institutional digital channels. Our platform can be deployed as a fully white-labeled experience or embedded directly into existing consumer and advisor-facing products, allowing institutions to offer financial planning as part of their own digital ecosystem. By extending planning beyond traditional one-to-one advisory models, Quinn helps institutions reach broader customer segments with consistent, scalable guidance across income levels.
Using Quinn’s platform, personalized financial plans are generated in minutes, compared with the hours or days typically required through advisory workflows. Quinn is capable of producing thousands of individualized plans per minute, enabling institutions to serve significantly larger populations while reducing operational overhead. In early deployments, partners have reduced onboarding and planning time by more than 85 percent, materially improving the economics of financial planning delivery.
“Traditional advisory models were never built to reach everyone. With Quinn, financial institutions can extend high-quality financial planning across their customer base through automation, rather than relying solely on one-to-one advisory capacity. This is how guidance becomes broadly accessible.”
-Royi Markowitz, Co-founder and Chief Executive Officer of Quinn
“The era of financial point solutions is over. What consumers are demanding is an integrated financial truth that cuts through the noise. Quinn finally delivers it, making high-quality guidance near a universal right, not a privilege reserved for a few."
-Lindsay Davis, Chief Marketing Officer of Quinn
As the financial services industry moves from fragmented tools to integrated intelligence, Quinn is building the infrastructure that makes personalized guidance universally accessible. By combining fiduciary-grade planning models with scalable automation, Quinn is redefining how institutions deliver financial clarity, not as a periodic service, but as a continuous, embedded capability.
If you are looking to embedd financial planning or have product feedback, get in touch with our team here.